Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Have A Question About This Topic?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
2026 Planning Outlook
In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Your Plan to an Effective Business Sale
How developing a strong plan for selling your business is key to a smooth adjustment into this new stage of life.
Make the Most of Your Required Minimum Distributions
RMDs can be a vital source of income in your later years. Here are key questions to help you get the most out of your assets.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
After You Max Out Your 401(k)
Looking to make the max contribution to your 401(k) and then some? Here are some options to save even more for retirement.
All That Matters: A Holiday Special
Mike and Ross dig into the markets and give their hot takes on the best and worst of holiday dishes along the way.
View all articles
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
View all videos
-
Articles
-
Videos